Position in SITM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$37,276,508
+$18,594,891 QoQ
Shares Held
49,998
-72.8% QoQ
Ownership
0.166%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#61
of 563 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in SITM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026WESTFIELD CAPITAL MANAGEMENT CO LP holds $3,892,895,572 across 19 Semiconductors names. SITM ranks #16 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
8,079,926 | $1,616,712,393 | |
| 2 | AVGO |
Broadcom Inc.
|
1,556,522 | $587,976,185 | |
| 3 | MU |
Micron Technology Inc
|
228,203 | $263,412,440 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
510,999 | $244,037,792 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
403,081 | $234,153,783 | |
| 6 | SMTC |
Semtech Corp
|
1,133,268 | $183,419,425 | |
| 7 | MCHP |
Microchip Technology Inc
|
1,639,111 | $149,486,923 | |
| 8 | ALAB |
Astera Labs, Inc.
|
249,299 | $120,416,402 |
All Filings in SITM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,276,508 | 49,998 | Shares | Sole | 2026-08-12 | |
| 2022-12-31 | $18,681,617 | 183,838 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $18,119,643 | 111,143 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $20,620,110 | 83,206 | Shares | Sole | 2022-05-16 | |
| 2020-12-31 | $12,761,587 | 114,014 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $25,918,465 | 308,443 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $25,723,622 | 542,578 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $15,134,678 | 695,208 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||